Strategic Planning Virtual Facilitator™ Preview
This product provides small CPA firms with step-by-step video instructions and downloadable forms/tools to help you organize, orchestrate and develop your own strategic plan. It provides a video overview with virtual facilitation sessions for each step of the strategic planning process, including plan development and implementation tools.
SI Competency Framework™
The Succession Institute Competency Framework™ provides competency definitions for eight levels of positions within a typical CPA firm, from entry level staff to equity owner. This is used with the Performance Assessment™ (SIPA™), a unique 360° assessment adapted from the standard QuadLead instrument, that clearly identifies the attributes that will help an individual become a […]
Leadership Training (The Leadership Development Institute with TSCPA)
This video describes the Leadership Training Program that we have conducted with the Texas Society of CPAs for several years.
We help organizations implement their unique strategies by:
• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.